See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,138 | $111,724+161.5% | $93,606+212.1% | $145,922+100.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 17.67% | 202.98%-185.3pp | 133.20%-115.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,045 | $3,090-66.2% | $2,420-56.8% | $4,660-77.6% |
| Participant deferral / active EE | $3,134 | $4,912-36.2% | $4,411-29.0% | $6,688-53.1% |
| Admin fee / account holder | $60 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |